幣圈脈動——市場觀點

IntroductionCredo Technology Group (NASDAQ: CRDO) has become one of the most closely watched AI infrastructure stocks on the market. The company makes high-speed connectivity products for data centers, and its shares have rewarded long-term holders with a gain of more than 1,600% since listing. But the ride has not been smooth. Between mid-August and mid-September 2026, CRDO stock fell from about $283 to roughly $150, then recovered sharply to close at $210.97, up 7.65% in the latest session.So

IntroductionMeta Platforms surged 11.34% on Monday, September 21, its largest single-day gain in more than a year, after its new personal AI assistant, Muse, rocketed to the top of Apple's U.S. App Store just 13 days after launch. The stock kept climbing into Meta's Connect 2026 developer conference on September 23 and 24, closing at a fresh 52-week high of $779.82 on Thursday, its highest level in about seven months, before slipping 3.33% on Friday after a New Mexico jury found the company misl

IntroductionNike closed at $35.75 on Friday, September 25, a fresh multi-year low, after Bank of America analyst Lorraine Hutchinson downgraded the stock to Underperform from Neutral and cut her price target from $47 to $30, warning that the athletic brand's turnaround is now unlikely to show up until fiscal 2028. The call landed six days before Nike reports fiscal first-quarter results on October 1, and it crystallized a frustration that has been building all year: North America keeps growing,

IntroductionMicron Technology closed at $1,015.80 on Friday, September 18, up roughly 9.63% over two sessions, as the market looked ahead to a September 30 earnings report that follows the most profitable quarter in the company's history. In fiscal Q3, Micron's gross margin hit 84.9%, a company record that surpassed the 61.0% peak of the prior 2018 cycle by 24 points and, according to CNBC's comparison of megacap tech margins, moved ahead of Nvidia's 75% and Broadcom's 69.5%, landing just behind

1. IntroductionBloom Energy (NYSE: BE) has become one of the most closely watched growth stocks of 2026. Shares closed at $288.70 on September 25, 2026, after an 8.27% jump in a single session. According to TradingView, the stock is up 34.94% in the past month and 244.8% in the past year. Booming demand for on-site power at AI data centers, a record second quarter and the company's addition to the S&P 500 have all supported the rally.A move this large raises a simple question: what happens next?

IntroductionMasonglory Limited (NASDAQ: MSGY) went from a sleepy $1.97 to a regular session close of $8.07, a gain of $6.10 or 309.64%, in a single day. Traders love a move like that. Chart readers treat it with respect and a bit of fear. If you searched for an honest MSGY technical analysis, this article walks through what the chart is really saying, in plain language.We look at the price action, support and resistance levels for MSGY, RSI, MACD, moving averages, volume and pivot points. Then w

Key TakeawaysEthereum co-founder Vitalik Buterin published an essay titled "The cryptographic world computer," describing the network as "a hybrid architecture that combines together blockchains and modern cryptography" and writing on X that "it's really not just a blockchain anymore." Buterin frames the blockchain label as one Ethereum carries largely for historical reasons, and he positions Hegota, the hard fork planned for 2027, as the network's last conventional upgra

Key TakeawaysQuant's QNT token has risen more than 300% over seven days, trading around $272 on September 28, 2026 after a 24-hour gain near 58%, with market capitalisation between roughly $3.3 billion and $3.9 billion. The move began on September 24, when The Clearing House announced it had selected Quant to provide the interoperability, orchestration and transaction-management layer for its On-Chain Money Initiative, a tokenized deposit network scheduled to reach participating financial instit

Key TakeawaysBitget detected unauthorized outflows from its hot and warm wallets at 18:31 UTC on Thursday, September 24, 2026 and later put the loss at about $387.5 million across seven networks, including Ethereum and other EVM chains, the XRP Ledger, Zcash and TRON. It is one of the largest exchange thefts on record, behind Bybit's $1.46 billion in 2025. No private keys were stolen and cold storage was untouched. According to CEO Gracy Chen, attackers exploited a flaw in a third party security

Key TakeawaysBitcoin (BTC) fell to an intraday low near $82,700 on Monday, September 28, 2026 and trades around $83,000 to $83,500, down about 1.6% in 24 hours, after President Trump rejected Iran's seven day proposal and declined to rule out further strikes before the midterm elections.The pullback follows a failed test of $85,100 over the weekend and comes with a stronger dollar, higher bond yields and crude oil back above $93 a barrel. Ethereum slipped to about $2,650, Solana to $119 and XRP